Client engagement: proposal software for accountants

Keep your team on track and give clients a clear understanding of costs with a consistent pricing system across your firm. Build your pricing matrix in seconds using a simple wizard that makes it easy to itemise services line by line.

Make an impact and win more business with professional proposals that you can produce on the spot during meetings. Customize proposals with a ready-to-use library of templates to match your brand.

Build better relationships with clients and boost their confidence with proposals and pricing that set clear expectations. GoProposal by Sage makes it simple to complete tasks on time so that you can keep clients happy.

Build letters of engagement in minutes with customizable, compliant templates and send them directly to be signed electronically by the client. This allows you to reduce delays after you meet the client. You can act quickly, send them the letter right away, save time, and build a lasting impression.

Effectively communicate start dates and information deadlines within your letters to outline responsibilities and ensure full transparency with your client.

Manage all your client records within the contact hub and automatically receive notifications when upcoming engagement letter renewals are due.